Chicago Partners Investment Group LLC Purchases 1,867 Shares of Costco Wholesale Corporation $COST

Chicago Partners Investment Group LLC boosted its position in Costco Wholesale Corporation (NASDAQ:COST) by 31.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 7,842 shares of the retailer’s stock after acquiring an additional 1,867 shares during the period. Chicago Partners Investment Group LLC’s holdings in Costco Wholesale were worth $7,247,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in COST. Brighton Jones LLC grew its stake in Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after buying an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after acquiring an additional 130 shares during the period. Drucker Wealth 3.0 LLC grew its position in shares of Costco Wholesale by 45.0% in the second quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock valued at $645,000 after purchasing an additional 204 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares in the last quarter. Finally, Ridgewood Investments LLC raised its stake in shares of Costco Wholesale by 7.4% during the 2nd quarter. Ridgewood Investments LLC now owns 159 shares of the retailer’s stock valued at $157,000 after purchasing an additional 11 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on COST. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on Costco Wholesale in a report on Thursday, January 8th. JPMorgan Chase & Co. raised their price objective on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. The Goldman Sachs Group reduced their price objective on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a research note on Friday, December 12th. Telsey Advisory Group reiterated an “outperform” rating and issued a $1,100.00 target price on shares of Costco Wholesale in a research note on Thursday, January 8th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $996.00.

More Costco Wholesale News

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Warehouse expansion and faster new-store ramp-ups signal durable growth runway and better utilization of sites, supporting long-term sales and membership gains. Costco’s Warehouse Expansion Strategy Fuels Long-Term Growth
• Positive Sentiment: Retail sales momentum: December sales came in strong and helped extend a recent rally — reinforces resilient traffic and membership trends that drive recurring revenue. Costco Stock Rallies on December Sales
• Positive Sentiment: Card benefits improved: Costco has quietly boosted gas rewards for co-branded cardholders (to 5% at Costco pumps), a member incentive likely to help retention and spend. Costco quietly boosts gas rewards for branded credit card holders
• Neutral Sentiment: Analyst/visitor pieces highlight Costco as a durable long-term holding (strong member loyalty, steady comps) but flag a high valuation and moderate growth that may limit near-term upside from current levels. Useful for long-term investors evaluating entry price. Is Costco Stock a Long-Term Buy for Everyday Investors?
• Neutral Sentiment: Brand/supplier shift: Costco is switching its food-court beverage supplier back to Coca‑Cola after a decade with Pepsi — a merchandising/partnership change with limited near-term financial impact but some margin/brand implications. Costco Switches Food Court Back to Coke After Decade With Pepsi
• Negative Sentiment: Insider sale: Director Susan L. Decker sold 458 shares (~$955 avg), reducing her stake — a small disclosed sale that some investors view negatively as timing/insight into valuation. Susan L. Decker Insider Sale
• Negative Sentiment: Competitive pressure: Coverage notes a large grocery rival launching an expansion push — increased competition could pressure share gains or margins in some markets over time. Huge Costco grocery rival launches expansion plans

Insider Buying and Selling at Costco Wholesale

In other news, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total value of $1,408,500.00. Following the sale, the executive vice president directly owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Javier Polit sold 558 shares of Costco Wholesale stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total transaction of $481,492.62. Following the completion of the sale, the executive vice president owned 10,190 shares in the company, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 12,404 shares of company stock worth $11,395,418 over the last ninety days. 0.10% of the stock is owned by company insiders.

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $964.26 on Wednesday. The firm has a market capitalization of $428.01 billion, a PE ratio of 51.65, a price-to-earnings-growth ratio of 5.77 and a beta of 1.02. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,078.23. The business’s 50-day moving average price is $896.67 and its 200-day moving average price is $929.57. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same quarter in the prior year, the company earned $4.04 EPS. The firm’s revenue was up 8.3% on a year-over-year basis. Sell-side analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a $1.30 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.85%.

About Costco Wholesale

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.